Equities

Data reported by the Investment Company Institute.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

Anticipation of a prolonged U.S.-China conflict is mounting, and “it’s possible that a currency war will start as well,” an executive says.

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

The activity began last Friday when 6.4 million shares hit the tape, fueling a record daily inflow for the fund.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.